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Manager Directed Portfolios shares owned by MB Generational Wealth

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by MB Generational Wealth from 13F filings

Historical chart of MB Generational Wealth investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by MB Generational Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 25k 11.11
2024-06-30 $252k 26k 9.67
2024-03-31 $265k 5.2k 50.98
2023-12-31 $278k 28k 9.96

More positions owned by MB Generational Wealth

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Emerging Mkt Val (AVES)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)

View all positions for MB Generational Wealth

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
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First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios